See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,141 | $46,674-76.1% | $117,472-90.5% | $68,494-83.7% |
| Participation rate | 79.4% | 56.8%+22.6pp | 70.6%+8.8pp | 67.9%+11.5pp |
| Annual return | -16.09% | -14.52%-1.6pp | 29.74%-45.8pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,989 | $2,636-24.6% | $4,070-51.1% | $4,027-50.6% |
| Admin fee / account holder | $1,223 | $4,020-69.6% | $5,645-78.3% | $5,403-77.4% |